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Main Functionalities
The Microsoft CRM solution consists of three core modules: Sales, Marketing and Service. The functionalities of the separate modules interdigiate.
Sales: Win new Customers and Strengthen Loyalty
Streamline and automate your sales processes and enable sales people to create a single view of the customer to help ensure a shorter sales cycle, higher close rates, and improved customer retention. Microsoft Dynamics™ CRM business software gives sales professionals fast access to useful data online or offline so they can work efficiently and spend more time selling.
The 360-degree-view guarantees a comprehensive sight on your customer data and sales history. So you are always optimally prepared for important customer appointments. Due to workflow rules that support and automate the sales process you track and control opportunities to sales success in a consistent and efficient way.
- Comprehensive customer information
- Correspondence / mail merge
- Lead and opportunity management
- Sales planning and sales territory management
- Sales Force Automation through workflow rules
- Order management: Quotes, orders and invoices
- Sales management
Marketing: Efficient Sales Approach
Provide marketing professionals with robust data cleansing and segmentation tools, leading campaign management features, and insightful marketing analytics to increase the effectiveness of marketing programs, improve efficiencies, and better track key metrics. Microsoft Dynamics™ CRM business software provides a holistic, comprehensive set of marketing capabilities so you can target your customers effectively.
- Customer management database
- Lead and opportunity management
- Marketingl ists and campaigns
- Automated Marketing
Customer Service: Sustainable Customer Relationships
Deliver customer information, case management, service history, and support knowledge directly to the desktops of customer service representatives and supervisors, giving them the tools to deliver consistent, efficient service that enhances customer loyalty and profitability. Microsoft Dynamics™ CRM provides a comprehensive customer service solution that is familiar to users, completely customizable to your business process, and scalable to meet the growing demands of any size business.
- Service and resource planning
- Service contracts
- Service requests
- E-mail management and auto-response e-mail
- Knowledge database
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